Tag: Cogent Conversations

Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Meet Michael, the maestro of wealth management and the virtuoso behind the scenes at Cogent Strategic Wealth. Living a life that’s a delightful blend of...
Cogent Conversations for 2024 Financial Planning
Cogent Conversations for 2024 Financial Planning
As 2023 nears its end, it’s time to think about specific financial tasks you can do before year-end to assist in your tax planning efforts...
A Guide to Choosing the Ideal Charitable Giving Account
A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...

Success should be a reward - not an obstacle

Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.